First Trust Value Line Dividend Fund
484 hedge funds and large institutions have $7.03B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 207 increasing their positions, 168 reducing their positions, and 27 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 168
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
2% more funds holding in top 10
Funds holding in top 10: 53 → 54 (+1)
0.11% less ownership
Funds ownership: 63.82% → 63.71% (-0.11%)
0% less funds holding
Funds holding: 485 → 484 (-1)
6% less capital invested
Capital invested by funds: $7.51B → $7.03B (-$478M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.8M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$29.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$20.4M |
| 5 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$27.9M |
| 2 |
KWM
Kaydan Wealth Management
Fenton,
Michigan
|
-$22.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.5M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$15M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10.8M |
FVD Hedge Fund Activity: Q3 2022 in Review
484 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Value Line Dividend Fund (FVD) for Q3 2022, worth a combined $7.03B — down 6.4% from $7.51B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FVD positions and 27 closed out — a net gain of 4 holders — while 207 added to existing stakes and 168 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $30.8M. The largest seller was Wells Fargo, cutting an estimated $27.9M.
- 484 institutional investors held First Trust Value Line Dividend Fund (FVD) as of Q3 2022, down from 485 in Q2 2022.
- Funds reported $7.03B of First Trust Value Line Dividend Fund stock for Q3 2022, down 6.4% quarter-over-quarter.
- 31 funds opened new First Trust Value Line Dividend Fund positions in Q3 2022 and 27 closed out, a net change of +4 holders.
- The largest First Trust Value Line Dividend Fund buyer in Q3 2022 was Morgan Stanley, an estimated $30.8M added.
- The largest First Trust Value Line Dividend Fund seller in Q3 2022 was Wells Fargo, an estimated $27.9M sold.
Based on aggregated 13F filings for Q3 2022.